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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-01-24
  • FL RA
    APPROVED
    Since 2023-01-24

Branch Locations

3055 Alafaya Tr, Oviedo, FL 32765 • United States

6435 N Wichham Rd, Melbourne, FL 32940 • United States

1809 Cheney Hwy, Titusville, FL 32780 • United States

1 South Orange Ave., Orlando, FL 32801 • United States

4699 W Lake Mary Blvd, Lake Mary, FL 32746 • United States

151 N State Rd 434, Altamonte Springs, FL 32789 • United States

251 W First St, Sanford, FL 32771 • United States

14130 W. Colonial Dr., Winter Garden, FL 34787 • United States

18190 Us 441, Mt Dora, FL 32757 • United States

605 N Orlando Ave, Winter Park, FL 32789 • United States

12251 Narcoossee Rd, Orlando, FL 32832 • United States

76 S Laura St, Jacksonville, FL 32202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tudor Advisors Llc Miami FL 12/2020 03/2022
Bny Mellon Wealth Management Miami FL 03/2015 08/2018
Unemployed / Due Diligence Miami Beach FL 07/2019 11/2020
Eisneramper Llp Miami FL 07/2018 06/2019
Tudor Securities, Llc Miami FL 01/2021 03/2022
Sequoia Financial Group, L.L.C. Tampa FL 04/2022 08/2022
Sequoia Financial Group Tampa FL 04/2022 08/2022
Lpl Financial Llc Orlando FL 01/2023 Present
Unemployed Miami Beach FL 09/2022 12/2022
  • 12/2020 → 03/2022
    Miami, FL
  • 03/2015 → 08/2018
    Bny Mellon Wealth Management
    Miami, FL
  • 07/2019 → 11/2020
    Unemployed / Due Diligence
    Miami Beach, FL
  • 07/2018 → 06/2019
    Eisneramper Llp
    Miami, FL
  • 01/2021 → 03/2022
    Tudor Securities, Llc
    Miami, FL
  • 04/2022 → 08/2022
    Tampa, FL
  • 04/2022 → 08/2022
    Sequoia Financial Group
    Tampa, FL
  • 01/2023 → Present
    Orlando, FL
  • 09/2022 → 12/2022
    Unemployed
    Miami Beach, FL
Previous Registrations
Other Businesses

1)12/02/2022 - Vystar Credit Union - Financial Institution Duties - Inv Rel - At Reported Business Location(s) 2)12/02/2022 - POA for Father - Act in a Fiduciary Capacity - Inv Rel - Start: 11/2012 3) 11/25/2025-VyStar Investment Services-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 01/18/2023-320hrs/mth-320hrs/mth during trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-08-27
S65 Uniform Investment Adviser Law Examination 2001-11-07
  • S63 Uniform Securities Agent State Law Examination
    2019-08-27
  • S65 Uniform Investment Adviser Law Examination
    2001-11-07
Designations

View on SEC IAPD

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